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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - User experience and interface design - Data model, objects, and relationships
|
| Delivery and Configuration | 46% | - Automation and workflows
- Reporting, dashboards, and analytics - Configure core FSC features
|
| Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
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NEW QUESTION # 83
A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?
Answer: A
Explanation:
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
SetBusiness Hours
Set Up Company-wide Holidays
NEW QUESTION # 84
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
Answer: B,C
Explanation:
The following OmniStudio tools should be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool thatallows users to create documents from templates and data sources using OmniScripts and Integration Procedures. Byusing OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript.
DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a datasource that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.
NEW QUESTION # 85
The system administrator hears at a retail consumer bank just received close migration instructions and guidance on Data Loader from their Salesforce outcheck to upgrade the existing Service Cloud.org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?
Answer: C
Explanation:
Financial Services data migration must respect object dependencies and relationship references. Salesforce recommends loading customer identities before relationship groups and then loading financial-account information only after the required customer and household structures exist.
The sequence starts with Accounts and Contacts because these records represent the customers or individuals to whom subsequent Financial Services records will relate. Household or relationship-group records are then created so those individuals can be organized into the appropriate household structure. Financial Accounts follow after these foundational customer and group records exist.
The reason is referential integrity. Household records depend on identifiable customers and their relationship structures. Financial Accounts, in turn, must connect to owners and other participants through Financial Account relationships and therefore require existing customer records.
The broader migration sequence can continue after Financial Accounts with Financial Account Roles, transactions, cards, holdings, statements, and other dependent records. Loading child or transactional data before the referenced parent records would create lookup failures or incomplete relationships.
Therefore, among the supplied choices, the correct high-level migration order is Accounts and Contacts, then Households, then Financial Accounts.
NEW QUESTION # 86
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
Answer: C
Explanation:
A Contact-Contact Relationship isa construct in Financial Services Cloud that allows you to model the relationship between two contacts, such as a business contact and a client that is modeled as a person account.
The Reciprocal Role is a field on the Contact-Contact Relationship objectthat defines how each contact relates to the other. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 64.
NEW QUESTION # 87
OmniScript represents processes with fast, personalized, and consistent responses. This type extends the metadata type and inherits its fullname field. To use the OmniScript metadata type, what should the administrator enable in the Salesforce org?
Answer: D
Explanation:
The administrator should enable Discovery Framework. Within Agentforce Financial Services, Discovery Framework provides the questionnaire and assessment infrastructure used to construct guided customer- information collection processes. OmniScripts are central to this architecture because they provide the interactive user experience through which assessment questions are presented and responses are captured.
Salesforce ' s setup process requires administrators to enable Discovery Framework from Setup and then configure the relevant general settings. Associated settings can include Enhanced Questions, import or export capabilities, and sample templates. The sample templates themselves can contain OmniScripts, Integration Procedures, Data Mappers, and assessment questions.
When an assessment is built with Discovery Framework, Salesforce can generate an OmniScript of type Discovery Framework, which can then be opened in OmniScript Designer and further configured.
Einstein Relationship Insights serves a different analytical purpose and does not enable the OmniScript metadata capability. Lightning Experience provides the overall user interface but is not the feature switch required by this scenario. Likewise, a custom domain can be required for various Salesforce platform capabilities but does not establish the Discovery Framework and OmniScript assessment architecture.
Enabling Discovery Framework is therefore the required configuration.
NEW QUESTION # 88
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